Jan 6, 2025
Structuring an estate plan that efficiently transfers your wealth to your loved ones while minimizing tax exposure can feel overwhelming. Grantor Retained Annuity Trusts (GRATs) may seem complex, but if you understand how to leverage this powerful tool, it may save you and your family a lot of money when it matters...
Dec 2, 2024
This week, Mac and Jason discuss tax-efficient investing strategies. They break down the difference between taxable and tax-advantaged accounts, and share what you need to know about managing your portfolio with taxes in mind. It’s important to remember that while tax-efficiency can make a big difference in your...
Nov 11, 2024
A Spousal Lifetime Access Trust is an irrevocable trust for high-wealth couples that helps increase tax efficiency in your estate and gives your partner a financial safety net. If you think a SLAT could be the right choice for you, now is the time to act. SLATs can help you take advantage of current tax laws expiring...
Oct 28, 2024
This week, Jason and Mac discuss what you need to know if you’re ready to sell your residential investment property. Maybe managing your rental property has lost its charm, or you rarely visit your vacation property. Or you could be enticed by current attractive market values. Learn about rental property depreciation,...
Oct 14, 2024
Social Security may not be the focus of your retirement plan, but there’s a lot of value in maximizing your benefit. In this episode, Andrew discusses how to time your claim, survivor benefits, and post-retirement work considerations. Learn how Social Security fits into your broader financial picture and how...